See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,060 |
401(K) ADVISORS INC4+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $18,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,518 | $34,677-40.8% | $77,024-73.4% | $64,808-68.3% |
| Participation rate | 39.3% | 49.8%-10.6pp | 67.9%-28.6pp | 71.5%-32.2pp |
| Annual return | -18.03% | -5.33%-12.7pp | 42.32%-60.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $850 | $1,370-37.9% | $2,812-69.8% | $2,506-66.1% |
| Participant deferral / active EE | $1,416 | $2,556-44.6% | $4,426-68.0% | $4,310-67.2% |
| Admin fee / account holder | $177 | $179-0.8% | $5,425-96.7% | $188-5.7% |